| Rachor Investment Advisory Services, LLC | 54 | $106.5K | 0.05% | +1+1.9% | Added |
| Evermay Wealth Management LLC | 54 | $107.4K | 0.01% | +50+1,250.0% | Added |
| Tradewinds Capital Management, LLC | 54 | $107.9K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $109.4K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 56 | $111.4K | 0.03% | −10−15.2% | Reduced |
| Kilter Group LLC | 58 | $115.4K | 0.04% | +37+176.2% | Added |
| City Holding Co | 59 | $117.4K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 60 | $119.4K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 60 | $119.4K | 0.07% | 00.0% | Unchanged |
| Albion Financial Group | 60 | $119.4K | 0.01% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 62 | $123.3K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 62 | $123.3K | 0.03% | +62 | New |
| Triumph Capital Management | 63 | $126.1K | 0.02% | +12+23.5% | Added |
| Prosperity Bancshares Inc | 64 | $127.3K | 0.08% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 64 | $127.3K | 0.04% | +63+6,300.0% | Added |
| Addison Advisors LLC | 66 | $131.3K | 0.06% | −134−67.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 67 | $133.3K | 0.03% | +2+3.1% | Added |
| South State Corp. | 68 | $135.3K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 68 | $135.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 68 | $136.2K | 0.01% | −17−20.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 69 | $137.3K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $139.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 71 | $141.2K | 0.04% | +3+4.4% | Added |
| Community Bank, N.A. | 71 | $141.3K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 71 | $141.3K | 0.00% | +8+12.7% | Added |
| Provenance Wealth Advisors, LLC | 72 | $143.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 72 | $143.2K | 0.01% | +72 | New |
| GW&K Investment Management, LLC | 73 | $145.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 73 | $145.2K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 73 | $145.2K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $149.2K | 0.05% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 76 | $151.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $159.2K | 0.02% | +2+2.6% | Added |
| Arlington Trust Co LLC | 81 | $161.1K | 0.01% | +28+52.8% | Added |
| MRP Capital Investments, LLC | 82 | $163.1K | 0.12% | +82 | New |
| Bradley & Co. Private Wealth Management, LLC | 84 | $167.1K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 85 | $168.1K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 85 | $169.6K | 0.08% | +37+77.1% | Added |
| Atlantic Trust, LLC | 86 | $171.1K | 0.02% | −27−23.9% | Reduced |
| Hughes Financial Services, LLC | 86 | $171.1K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 88 | $175.8K | 0.02% | +44+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 89 | $177.1K | 0.01% | +72+423.5% | Added |
| Strive Financial Group ,LLC | 90 | $179.1K | 0.08% | −1−1.1% | Reduced |
| Gables Capital Management Inc. | 90 | $179.1K | 0.06% | +90 | New |
| Private Wealth Management Group, LLC | 90 | $179.1K | 0.04% | +90 | New |
| Frazier Financial Advisors, LLC | 92 | $183.0K | 0.09% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 93 | $185.0K | 0.02% | +40+75.5% | Added |
| True Wealth Design, LLC | 97 | $193.0K | 0.05% | 00.0% | Unchanged |
| Paladin Partners, LLC | 98 | $195.0K | 0.13% | +98 | New |
| Private Wealth Asset Management, LLC | 100 | $198.0K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 100 | $198.9K | 0.04% | −200−66.7% | Reduced |
| Lavaca Capital LLC | 100 | $198.9K | 0.02% | +100 | New |
| NBC Securities, Inc. | 101 | $200.9K | 0.01% | −21−17.2% | Reduced |
| ProVise Management Group, LLC | 101 | $200.9K | 0.01% | +101 | New |
| Oakwell Private Wealth Management, LLC | 101 | $200.9K | 0.03% | +101 | New |
| Alteri Wealth LLC | 101 | $200.9K | 0.06% | +101 | New |
| Winter & Associates, Inc. | 101 | $200.9K | 0.15% | +101 | New |
| Orca Wealth Management, LLC | 101 | $201.0K | 0.12% | +101 | New |
| Bright Futures Wealth Management, LLC. | 101 | $201.9K | 0.13% | +101 | New |
| Bourgeon Capital Management LLC | 102 | $202.9K | 0.03% | −92−47.4% | Reduced |
| Rockland Trust Co | 102 | $202.9K | 0.01% | +102 | New |
| Citizens Financial Group Inc | 102 | $202.9K | 0.00% | +102 | New |
| Baxter Bros Inc | 102 | $202.9K | 0.02% | +102 | New |
| Brown Miller Wealth Management, LLC | 102 | $202.9K | 0.05% | +102 | New |
| WealthPlan Investment Management, LLC | 102 | $202.9K | 0.01% | +102 | New |
| Eagle Wealth Strategies LLC | 102 | $203.2K | 0.08% | +102 | New |
| Benedict Financial Advisors Inc | 102 | $203.7K | 0.04% | +102 | New |
| Pasadena Private Wealth, LLC | 103 | $204.9K | 0.03% | +103 | New |
| Summit Wealth Group, LLC | 103 | $204.9K | 0.04% | +103 | New |
| Keyvantage Wealth, LLC | 103 | $204.9K | 0.08% | +103 | New |
| Maridea Wealth Management LLC | 103 | $204.9K | 0.02% | +103 | New |
| American Financial Advisors, LLC | 103 | $204.9K | 0.02% | +103 | New |
| Argentarii, LLC | 114 | $205.1K | 0.06% | +114 | New |
| MN Wealth Advisors, LLC | 103 | $205.3K | 0.09% | +103 | New |
| Beacon Financial Advisory LLC | 103 | $205.4K | 0.04% | +103 | New |
| Financial Network Wealth Advisors LLC | 104 | $206.9K | 0.21% | −10−8.8% | Reduced |
| Shepherd Financial Partners LLC | 104 | $206.9K | 0.02% | +104 | New |
| Innovative Wealth Building LLC | 104 | $207.0K | 0.12% | +104 | New |
| Pension & Wealth Management Advisors, Inc. | 104 | $207.7K | 0.06% | −13−11.1% | Reduced |
| Silver Grove Financial Group, Inc. | 105 | $208.9K | 0.11% | +44+72.1% | Added |
| Fedenia Advisers LLC | 105 | $208.9K | 0.05% | −84−44.4% | Reduced |
| Martin Capital Advisors, LLP | 105 | $208.9K | 0.11% | +105 | New |
| White Knight Strategic Wealth Advisors, LLC | 105 | $208.9K | 0.15% | +105 | New |
| PMG Family Office LLC | 105 | $208.9K | 0.19% | +105 | New |
| Garde Capital, Inc. | 105 | $208.9K | 0.01% | +105 | New |
| Visionary Wealth Advisors | 105 | $208.9K | 0.01% | +105 | New |
| Mission Financial Group, LLC | 105 | $209.0K | 0.17% | +105 | New |
| Northstar Asset Management Inc | 106 | $210.9K | 0.06% | +106 | New |
| Renaissance Investment Group LLC | 106 | $210.9K | 0.04% | +106 | New |
| Hamel Associates, Inc. | 106 | $210.9K | 0.06% | +106 | New |
| First National Advisers, LLC | 106 | $210.9K | 0.03% | +106 | New |
| Cora Capital Advisors LLC | 106 | $210.9K | 0.06% | +106 | New |
| Burling Wealth Partners, LLC | 106 | $210.9K | 0.03% | +106 | New |
| Arta Finance Wealth Management LLC | 106 | $210.9K | 0.09% | +106 | New |
| Green Ridge Wealth Planning LLC | 106 | $210.9K | 0.09% | +106 | New |
| Renasant Bank | 107 | $212.9K | 0.14% | +107 | New |
| Sterling Investment Advisors, Ltd. | 107 | $212.9K | 0.04% | +107 | New |
| Centennial Advisors, LLC | 108 | $214.0K | 0.26% | +108 | New |
| Gemmer Asset Management LLC | 108 | $214.9K | 0.01% | +108 | New |
| Walker Asset Management, LLC | 108 | $214.9K | 0.11% | +108 | New |